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IALT

iShares Systematic Alternatives Active ETF
IALT

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Scarborough Advisors
Maryland
$24.8M +$24.5M +872,596 New
SHJ
27
Sharkey, Howes & Javer
Colorado
$24.3M +$24.3M +865,284 New
AG
28
Ascent Group
Virginia
$23M +$23M +819,283 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$21.8M +$21.8M +778,017 New
CW
30
CreativeOne Wealth
Kansas
$21M +$21M +748,336 New
AAP
31
Arax Advisory Partners
Colorado
$18.7M +$18.7M +665,563 New
Truist Financial
32
Truist Financial
North Carolina
$18M +$18M +642,668 New
VT
33
Vise Technologies
New York
$17.8M +$17.8M +632,999 New
SFP
34
Shepherd Financial Partners
Massachusetts
$17.7M +$17.7M +631,412 New
HGWM
35
Horst & Graben Wealth Management
Oregon
$16.2M +$16.2M +576,850 New
AWM
36
AE Wealth Management
Kansas
$16M +$16M +571,535 New
CAL
37
Capital Analysts LLC
Pennsylvania
$16M +$16M +571,327 New
PCA
38
Prosperity Capital Advisors
Ohio
$15M +$15M +533,574 New
PFA
39
Pettinga Financial Advisors
Indiana
$14.9M +$14.9M +529,984 New
GA
40
Goldstein Advisors
Wisconsin
$14.8M +$14.8M +526,954 New
CIAS
41
CFS Investment Advisory Services
New Jersey
$14.5M +$14.5M +515,750 New
SFS
42
Security Financial Services
Indiana
$13.8M +$13.8M +490,881 New
AI
43
Atria Investments
North Carolina
$13.4M +$13.4M +477,706 New
VAS
44
Vestmark Advisory Solutions
Massachusetts
$12.6M +$12.6M +449,617 New
IWA
45
Icon Wealth Advisors
Texas
$12.6M +$12.6M +447,483 New
Cerity Partners
46
Cerity Partners
New York
$12.2M +$12.2M +434,013 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$12.1M +$12.1M +432,627 New
P
48
&Partners
Tennessee
$11.3M +$11.2M +400,486 New
AFA
49
AllGen Financial Advisors
Florida
$11.3M +$11.3M +403,110 New
SHIM
50
Stone House Investment Management
Pennsylvania
$11.3M +$11.3M +403,107 New
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